We are live on ! Find out more
SPYD icon

State Street SPDR Portfolio S&P 500 High Dividend ETF

431 hedge funds and large institutions have $1.93B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $457K

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

44% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 115

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$263M)

5% more funds holding

Funds holding: 411431 (+20)

0.06% more ownership

Funds ownership: 28.37%28.43% (+0.06%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
60
Increased
166
Reduced
115
Closed
33
Calls
$2.83M
Puts
$457K
Net Calls
+$2.38M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
26
Daiwa Securities Group
Japan
$8.98M +$535K +12,326 +7%
Osaic Holdings
27
Osaic Holdings
Arizona
$8.94M +$36.7K +845 +0.4%
KFP
28
Keystone Financial Planning
Ohio
$8.76M +$27K +622 +0.3%
Truist Financial
29
Truist Financial
North Carolina
$8.59M +$1.34M +30,924 +20%
CL
30
COWA LLC
Oklahoma
$8.56M -$2.84M -65,376 -26%
DWM
31
Dakota Wealth Management
Florida
$8.31M +$1.35M +30,989 +21%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$7.73M +$66.8K +1,538 +0.9%
SP
33
SWS Partners
Ohio
$7.61M -$1.19M -27,466 -14%
Mariner
34
Mariner
Kansas
$7.41M +$2.97M +68,443 +73%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$7.01M -$273K -6,288 -4%
GCA
36
Genesee Capital Advisors
New York
$6.77M +$72.2K +1,662 +1%
SAI
37
Systematic Alpha Investments
New Jersey
$6.74M
BW
38
BIP Wealth
Georgia
$6.7M +$45.6K +1,051 +0.7%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$6.69M +$4.17M +96,114 +190%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6.57M -$73.7K -1,698 -1%
WIM
41
WealthPlan Investment Management
Nebraska
$5.92M +$5.63M +129,609 New
CRC
42
Curi RMB Capital
Illinois
$5.83M
CGA
43
Crescent Grove Advisors
Illinois
$5.7M -$434K -9,990 -7%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$5.65M -$247K -5,685 -4%
IWC
45
Integrated Wealth Concepts
Massachusetts
$5.5M +$4.63M +106,618 +768%
Stifel Financial
46
Stifel Financial
Missouri
$5.4M -$122K -2,805 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.37M -$426K -9,820 -8%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$5.3M +$103K +2,373 +2%
HWA
49
Heartwood Wealth Advisors
Virginia
$5.16M +$185K +4,257 +4%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$5.09M +$4.39M +101,138 +980%

SPYD Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q3 2024, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SPYD positions and 33 closed out — a net gain of 27 holders — while 166 added to existing stakes and 115 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $25.4M. The largest seller was First Command Advisory Services, cutting an estimated $22.4M.

  • 431 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q3 2024, up from 411 in Q2 2024.
  • Funds reported $1.93B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q3 2024 and 33 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q3 2024 was First Command Advisory Services, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.